Bear Mountain Capital’s Novartis NVS Stock Holding History

Bear Mountain Capital’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$919	–	278
2025 Q3	$919	Buy	+7	New	+$854	﹤0.01%	166

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bear Mountain Capital's NVS Position: Q4 2025 in Review

Bear Mountain Capital sold out of Novartis (NVS) in Q4 2025, closing a stake of 7 shares — an estimated $919 sold.

Bear Mountain Capital first reported a position in NVS in Q3 2025 and held it in 1 quarter. The position peaked at $919 in Q3 2025. 1,511 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Bear Mountain Capital reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 7 Novartis shares in Q4 2025, an estimated $919.
Bear Mountain Capital first reported a position in Novartis in Q3 2025 and held it in 1 quarter.
Bear Mountain Capital's Novartis position peaked at $919 in Q3 2025.
1,511 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.